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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Supports the TAPCO business goals and profitability through exceptional account services support.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Assist underwriter with meeting or exceeding production goals as assigned by TAPCO.

2. Function as subject matter experts for all account services requests through in-depth knowledge of in-house finance company information, premium payments and general policy support information to include cancellations and reinstatements of policies.

3. Provide exceptional service through responding to in-house finance company requests, cancellations, reinstatements and general policy service support.

4. Review and process new finance contracts ensuring complete information as required by company and regulatory guidelines.

5. Quality standards and bind business upon payment receipt.

6. Compare cancellations and reinstatements with state and carrier guidelines applying appropriate rules and regulations as a basis for the outcome.

7. Determine alternative courses of action for cancellations and reinstatements that do not meet TAPCO guidelines and criteria.

8. Perform various support functions to include proofing checks, reconciliation, paperwork preparation, payment reversals, payment postings and corrections, billing, process payments, and prepare memorandum communications.

9. Maintain necessary licenses to produce business.

10. Perform other duties as assigned.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. High School Diploma or equivalent education and related training or experience

2. Three years of insurance experience or its equivalent

3. Appropriate insurance experience

4. Previous customer service experience

5. Current state specific license required

6. Must be able to understand and analyze necessary components of insurance policies

7. Exceptional knowledge of state and carrier guidelines

8. Must have ability to use company automation to include TAPSYS

9. Ability to develop, foster, and maintain an excellent working relationship with agents, carriers and insureds

10. Ability to work in a team environment essential

11. Maintain current knowledge of the insurance industry

12. Good written and verbal skills

13. Ability to work extended hours

14. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

15. Ability to travel, occasionally overnight

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site (https://benefits.truist.com/) . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

CRC supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC is a Drug Free Workplace.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)

CRC Group is one of the largest wholesale and specialty insurance product distributors in the United States, providing data-driven insurance solutions for property and casualty, executive and professional, group and individual, and other specialty insurance programs. Learn more at www.crcgroup.com .